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MLC Managed
Account Strategies

Reports

Our range of simple, easy-to-understand reports cover the latest portfolio performance, performance drivers, asset allocation, holdings, information on any changes to the portfolio and commentary on positioning.


Monthly updates

Our portfolio updates include the latest performance, performance drivers, asset allocation, holdings and commentary on positioning. Reports for calendar quarters have additional information.

MLC Premium Moderate Model Portfolio update (PDF, 2.4MB)

MLC Premium Assertive Model Portfolio update (PDF, 2.4MB)

MLC Premium Aggressive Model Portfolio update (PDF, 2.4MB)

MLC Value Moderate Model Portfolio update (PDF, 1MB)

MLC Value Assertive Model Portfolio update (PDF, 1MB)

MLC Value Aggressive Model Portfolio update (PDF, 1MB)

The reports are expected to be updated within three weeks (15 business days) after month end.


Activity reports

9 September 2021

Brambles Ltd - addition

MLC Premium Portfolio changes - 9 September 2021 (PDF, 558KB)

17 August 2021

Portfolio re-weighting.

MLC Premium Model Portfolio changes - 17 August 2021 (PDF, 1MB)

17 August 2021

Portfolio re-weighting.

MLC Value Model Portfolio changes - 17 August 2021 (PDF, 967KB)


Quarter end updates

Portfolio updates available at the end of calendar quarters contain additional information on portfolio positioning, stock showcases, returns and volatility, not available in our more succinct monthly updates.

Quarterly update Premium Model Portfolios

Quarterly update Value Model Portfolios

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MLC investment team

Meet the MLC investment team and portfolio specialists.